Vertalo

Vertalo is an SEC-registered digital transfer agent intended to help enable the digital asset ecosystem. The company targets issuers of, and investors in, digital assets and cryptocurrency projects and believes blockchain platforms can reduce the cost of investor-relations services. The company's platform offers cap table management, digital assets, portable eligibility, and keyless wallets. The company's platform is developed to be compatible with Ethereum-based tokens for connecting investors to the issuer and associated exchanges, and it offers tools and technology for asset holdings, liability calculation, remediation, and cryptocurrency custodian services.

Vertalo was founded in 2017 by Dave Hendricks, William Baxter, and Gautam Gujral. It is headquartered in Austin, Texas, with offices in Seoul and New York City.

Vertalo's platform is a modern, blockchain-aware architecture that supports various functions, such as digital asset configuration and management, investor onboarding, payment processing, cap table management, securities issuance, tokenization, ATS integration, and general transfer agency services. Vertalo calls itself an API-first company and offers its platform as an API that is designed to be open and flexible and to work where and when it is needed. The API operates in a GraphQL specification.

Vertalo's platform is developed to be a digital asset management platform capable of reducing the technological hurdles for issuers and investors and increasing digital asset adoption. Further, it is designed to connect key ecosystem participants, including custodians, broker-dealers, KYC/AML providers, exchanges, ATSs, investors, and the issuers who own the assets that are tokenized.

Vertalo's platform also offers a cap table management, or a shareholder registry, in an attempt to offer a definitive ledger of ownership of a company. Vertalo's cap table details the amount of equity, price paid, date purchased/sold, and other critical details for each share, option, or warrant holder and includes granular data, such as contact information and vesting terms. The table is built on blockchain for increased security and accuracy, is connected to secondary markets to increase the information, and allows for the onboarding of new shareholders and new data.

Vertalo offers a digital security or digital token issuance offering, in which the platform allows users to issue and manage digital securities and associated security tokens for new and older assets. These digital representations of underlying assets can be offered on centralized or decentralized blockchains. Vertalo produces SEC-compliant tokens using Tezos and Ethereum-compatible smart contracts to represent asset ownership.